How do I integrate Salesforce with Dear Lucy?

Dear Lucy supports integration with Salesforce

If you are new to Dear Lucy, you first need to sign-up to proceed with the integration.

Once your dashboard environment is set up, go to the settings menu (the cogwheel in the bottom right corner) and press "Integrations" from the menu to the left.

Click the Salesforce icon and a separate window in your browser will pop up and ask for your Salesforce credentials.

Once the process is complete, your Salesforce dashboards will be automatically set up within Dear Lucy and will be populated with your data from Salesforce. Depending on the amount of data in the system, the first integration may take up to 5 minutes before all metrics are populated.

Please note that you need a Salesforce account which has web API enabled for the integration to work. Web API is not included in all Salesforce plans. Please see the following link for further information: https://help.salesforce.com/articleView?id=000326486&type=1&mode=1